Wealth Market Reports: 

• Centers of Influence and Gatekeepers: Their Influence on Referrals and Wealth Transfer
• Choosing a Trustee
• Comprehensive Bank Trust Update 2019
• Converting Self-Managed Investors - A Spectrem Group Market Insights Report
• Down to the Last Detail: Setting Your Financial Affairs in Order
• Effective Communication Techniques for Attracting and Retaining Current and Next-Generation Clients
• Ethnic Influences on Investment Decisions
• Financial Wellness in Retirement
• High Income Millennials
• Investor Attitudes and Ownership of Insurance Products
• Investor Perceptions of Socially Responsible Investing
• Legacy 1.0: Impact of Inheritance
• Legacy 2.0: Baby Boomers and Inheritances
• Market Insights 2019
• Millennial and Gen X Investors: Attracting the Next Generations of Wealth
• Professional Profile Series
• Regional Influences on Investor Decisions

- Regional Impact on Investors - Complete Bundle

- Regional Impact on Investors - Midwest 

- Regional Impact on Investors - Mountain West

- Regional Impact on Investors - Northeast 

- Regional Impact on Investors - Pacific Coast

- Regional Impact on Investors - South 

• Robo-Advisors 3.0 (2018)
• Successfully Growing Your Business With Wealthy Women
• The Charitable Giving Habits of Wealthy Investors
• The Financial Impact of Military Involvement
• The Financial Literacy Gap Among Millionaires
• The Influence of Knowledge and Investment Risk on Advisor Dependency
• The Wealthiest Americans: The $25 Million Plus Investor - 2018
• Widows and Divorcees: Empowering Women in Transition
• Wealthy Investor Series (2019)

- Evolving Investor Attitudes and Behaviors

- Communicating with Advisors and Providers

- Defining Financial Planning

- Parenting and Financial Issues

- Wealthy Investors and The Use of Digital Tools

- Portfolio Trends and Asset Management Decisions

• Wealthy Investor Series (2018)

- Advisor Communication

- Asset Allocation, Portfolios and Primary Providers

- Defining Wealth Management

- Politics, Taxes and Investors' Changing Attitudes

- Portfolio Decision Making

- Wealthy Investors and the Use of Digital Tools

Retirement Market Reports:  

• DC Participant Insight Series (2019) 

- Attitudes, Concerns and Communication Preferences of DC Participants

- Using Social Media and Mobile Technology in Financial Decisions

- How High Income Millennials are Preparing for Retirement

• DC Participant Insight Series (2018)
  

- Educating Defined Contribution Participants

- How Socially Responsible Investing and Taxes Impact Participants' Attitudes

- Communication, Digital Tools and Social Media

• When Health Impacts Wealth

White Papers: 

• Does "Safe" Exist? The Perils of Digital Information
• Exile of Main Street: Providing a Voice to Retail Investors on the Proxy Advisory Industry
• Gen X Investors: The Pressure is On
• High Net Worth Men vs. Women
• Media Influences On Investors
• Risk Tolerance in a Volatile Market
• Ready or Not, Long-Term Care Needs Are Coming for You
• Reclaiming Main Street: SEC Hears Retail Investors' Cries for Proxy Advisory Oversight
• Snap Judgments: Do First Visual Impressions Impact Financial Advisor Selection?
• Socially Responsible Investing
• Social Security: When and Why
• Socio-Political Influences on Investing
• Spending Choices Among Affluent Investors
• Spending Habits of the Wealthiest Americans
• Tensions with Pensions: An Analysis of Public Pension Fund Members' Knowledge and Sentiment About How Their Money is Being Invested
• The Insurance Gap: Why the Wealthy are Underinsured
• Would They Stay or Would They Go?